Financial Planning for Directors and Key Employees

As a director, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key to ensuring financial security over the longer term, and advice from a wealth management specialist can help you meet your aims while concentrating on managing the business.

We are not simply experts in our chosen fields but also have access to other specialists so that, through one relationship, your business can benefit from expert advice in every area of corporate financial planning.

Some of the services that we will provide in conjunction with your tax and legal advisers are:

• Shareholder Protection

• Key Man Insurance

• Employee Benefits

• Corporate Pension Planning

• Private Medical Insurance

• Exit Strategies*

• Group Life assurance

• Relevant Life Plans

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.